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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,830 | $42,383-36.7% | $76,518-64.9% | $64,173-58.2% |
| Participation rate | 5.3% | 58.1%-52.8pp | 68.0%-62.7pp | 69.6%-64.2pp |
| Annual return | -9.89% | -16.54%+6.6pp | -0.27%-9.6pp | 7.63%-17.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $987 | $2,566-61.6% | $3,836-74.3% | $3,470-71.6% |
| Admin fee / account holder | $174 | $3,198-94.6% | $4,849-96.4% | $4,887-96.5% |